Sales pipeline

See every deal. Forecast every rupee.

The whole pipeline on one board. What's closing this month, in five seconds. Every loss labelled with a reason — not just 'lost'.

Book a demo

Trusted by 1,000+ Indian SMBs

Sales Pipeline · Live
Auto-updated
New42
₹6.2L · 42 leads
Anjali R.
₹85k · 2h ago
JD
Karthik V.
₹42k · 3h ago
Pooja M.
₹1.2L · 4h ago
Qualified28
₹4.2L · 28 leads
Sneha D.
₹58k · 1h ago
JD
Faizal K.
₹2.1L · 2h ago
Divya N.
₹1.6L · 3h ago
Demo14
₹3.8L · 14 leads
Rohit M.
₹1.8L · 1h ago
IM
Vikram J.
₹95k · 2h ago
JD
Priya N.
₹2.4L
Hot
Won3
₹4.2L · 3 leads
Sunita R.
₹1.4L
Won
IM
Sandeep P.
₹2.8L
Won
Amit T.
₹2.0L
Won
8
Lead Sources
Connected
1.3s
Routing Time
Lightning fast
100%
Leads Tracked
Across pipeline
₹18.4L
Pipeline Value
Total potential

Why it matters

Most teams lose deals they never knew were dying. Cratio shows you where the leak is before the quarter ends.

Outcome
5 seconds

Know what's closing this month without asking

Open the revenue grid. See every owner, every week, every ₹. No status call, no spreadsheet export, no 'let me get back to you.'

Outcome
0 silent

Catch deals before they go cold

Hot leads, overdue follow-ups, and no-contact 7+ days sit on the board the moment you log in. No rule to build, no saved view to remember.

Outcome
Every loss

Carries a reason — not just 'lost'

Mandatory close fields on Won/Lost mean every closed deal leaves a story — price, competitor, timing, budget. The 'lost — unknown' bucket disappears.

How the Cratio pipeline works

See deals, track progress, forecast revenue, and find leaks — all in one place.

01 · VISIBILITY

See every deal without asking your reps

Your full pipeline on one board — no chasing updates, no status calls.

  • Drag deals between stages — fast on desktop, smooth on mobile
  • Pre-built segments: Hot leads, overdue follow-ups, no-contact, high-value
  • Each card shows value, owner, last activity, and source
  • Bulk actions to move or assign multiple deals at once

No more 'what's the status?' calls.

Pipeline · This week
New42
Ravi S.
Aisha M.
Kunal D.
Qualified28
Priya N.
Arjun V.
Demo14
Simran K.
Won3
Rohit S.
02 · PROCESS

Make your sales process the system

Set up your pipeline once — your team follows it automatically.

  • Create and reorder stages to match your sales flow
  • Set win probability per stage for accurate forecasts
  • Pre-defined loss reasons with the option to customise
  • Mandatory fields on close — no incomplete data

Your process stays consistent across the team.

Routing rules · No-code
IFnew lead
Source = IndiaMART→ Team A
Source = Facebook Ads→ Team B
Budget ≥ ₹1Cr→ Senior reps
City = Mumbai · Site visit→ Field team
Else→ Round-robin pool
03 · FORECASTING

Know what's closing — by rep and by time

See expected revenue by week or month, broken down by owner.

  • Weekly and monthly forecast view
  • Owner-wise breakdown to spot gaps early
  • Deal count and ₹ value shown together
  • Updates instantly as deals move

From guesswork to clear visibility in seconds.

Forecast · Owner × Week
W18
W19
W20
W21
W22
W23
Priya N.
₹4.2L3 deals
₹6.0L2 deals
₹8.8L4 deals
₹1.5L1 deal
₹3.6L2 deals
₹5.2L3 deals
Arjun V.
₹2.8L2 deals
₹7.2L4 deals
₹1.2L1 deal
₹4.8L3 deals
₹3.0L2 deals
₹2.1L1 deal
Simran K.
₹0.9L1 deal
₹2.4L2 deals
₹3.3L2 deals
₹1.8L1 deal
₹2.6L2 deals
Rohit S.
₹3.1L2 deals
₹5.6L3 deals
₹4.0L2 deals
₹2.0L1 deal
₹4.5L3 deals
₹3.4L2 deals
Total
8
9
9
7
8
8
04 · ANALYSIS

Find where deals are dropping — and fix it

See exactly where deals slow down or get lost.

  • Stage-wise conversion and drop-offs
  • Loss reason breakdown with impact
  • Filter by rep, source, or time period
  • Track patterns to improve conversion

Turn losses into clear insights, not assumptions.

Where deals drop · This quarter
Top loss reasons₹32.3L lost
Price₹12.4L38%
Competitor₹7.8L24%
Timing₹5.1L16%
Budget₹3.6L11%
No response₹2.4L7%
Other₹1.0L4%
CUSTOMER STORY
"

We ran the whole pipeline on WhatsApp groups and two spreadsheets. Now I open one board and see what's closing this month by loan officer. The mandatory close fields tell me exactly why we lose — price, timing, competitor. The Monday status call is gone.

HS
Nikhil Joshi · Sales head · Lending SMB · Mumbai
RESULTS
to see what's closing
5 sec
'lost — unknown' deals
0
full pipeline visibility
1 board
FAQ

Sales pipeline — common questions

Can't find your answer? Write to us at hello@cratio.co.

Cratio runs a single pipeline — built for depth, not complexity. You can fully customise stages, probabilities, and loss reasons. Most SMB teams operate one core sales flow, and this keeps everything simple and visible.

Never miss a sales lead again.

Automate. Track. Close. One platform, three capabilities.

Book a demo